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Step 1: Choosing a trigger and action.

On your dashboard, select ‘Make a Zap!’

A new screen should appear, prompting you to choose a trigger app and action app. For the trigger, choose Evernote and for the action, choose allthings. You should be able to search for the app or scroll to find it.

Next, you’ll need to specify what the exact trigger and actions you want. In this example, the Zap will be ‘When a new note is created in Evernote, a new Thing is created in allthings.’ The trigger is ‘New Note’ and the action is ‘Create Thing’.

Other possible Evernote triggers are:

New Notebook

New Reminder

Step 2: Connecting accounts

You will now have to connect your Evernote account with Zapier, if you have not done this already. If you have previously connected your Evernote account to Zapier, simply choose which Evernote account from the list to work with this Zap.

If you haven’t connected your allthings account, click on ‘Connect an Evernote Account’.

After selecting this, you’ll be asked to name this connected account. This is just a handy name for you to recognise in Zapier. After giving the account a name, select ‘Continue’.

After naming the Evernote account you’re going to use and then selecting ‘Continue’, a pop-up should appear asking you to authorize Zapier’s access to your Evernote account. This is needed to allow Zaps between Evernote and other apps.

You’ll then need to do the same few steps with your allthings account if you haven’t already connected allthings to Zapier prior to this.

Step 3: Trigger Filters

With this form you will be able to define the exact circumstances needed for the trigger to occur and cause the action.

Some triggers have pre-existing filters you'll choose from a drop-down. This Evernote Zap has the pre-existing filter of deciding which list the trigger must occur in. You can also create a custom filter.

Custom filters are great for making sure an action only occurs if the trigger possesses your exact requirements. For example, only notes that contain a particular word in the title or in the note will be understood by Zapier as the trigger. It's a simple way to get the granularity you need in your Zaps. This is optional.

In the example below, I’ve set the (existing) trigger so that when a note is created in any notebook, a new Thing will be triggered only if a note is created (anywhere in Evernote) with a title containing the word ‘Thoughts’ (custom filter).

Step 4: Match up the new note to allthings

In this step, you'll determine what the Thing (that will be added to allthings each time your Zap triggers) will look like. For example, you could make it so the Thing has the note’s title as it’s title or so the contents of the note appear in the description of the Thing.

First, using the dropdown, select which list the new Thing will appear in. This is required.

Next, you’re required to select what information will be used by Zapier to name the new Thing. By clicking the "Insert Fields" button on the right of a field, you'll bring up a list of fields you can include for the title of the Thing. After choosing a field, a placeholder for that field will be inserted, like "Title" in the screenshot below:

Note: You can also add your own text in the fields, so if you wanted, you could write: ‘Evaluate this note:’ before ‘Title’. So that when the Thing was created, it would read ‘Evaluate this Note: (Title of Note)’

The screenshot above shows that after the trigger (creating a new note) occurs, a new Thing will appear in the ‘Evernote Test List’ (because that’s the list I wanted it to appear in) with the title of the note as the title of the new Thing (because I have selected ‘Title’, which refers to the original title of the note that was created) and the full note’s content in the new Thing’s description field (because I selected ‘Content Text’).

Step 5: Testing the Zap

This step is for testing out your Zap before you turn it on. To start, click the button to load samples from the trigger app.

NOTE: If you have no data or not the necessary data matching your filters in the trigger app, you'll likely need to create the data which matches your preferences to test in that app. If this is the case, you’ll see the following:

If this is the case, make sure, for this test that you add the necessary data/ example to Evernote (the trigger app) and refresh the sample then test.

Step 6: Name Zap and turn it on

The last thing to do is give your Zap a name. This only matters for identifying your Zap in the dashboard.

After that, you can click to "Turn Zap On" and your Zap will be On! Congratulations on creating a Zap!